China – Turkmen Energy Deal
March 5th, 2011
Courtesy of STRATFOR (subscription required), interesting analysis of issues surrounding negotiations between Turkmenistan and China over an expanded natural gas supply and loan agreement. As the article notes: “…Turkmen Deputy Prime Minister Baymyrat Hojamuhammedov said March 3 that Turkmenistan and China are still negotiating an expansion of a natural gas supply and loan agreement. This […]
Read more »Turkmenistan: TAPI’ng CarefullyThrough A Strategic Tug Of War Between China, Russia, and The West
March 2nd, 2011
Via Foreign Policy, an article on the Turkmenistan-Afghanistan-Pakistan-India pipeline or TAPI, a 1,680 km (1,050 m) natural gas line originating in the Daulatabad gas fields in southeastern Turkmenistan. As the report notes: “…It crosses Afghanistan and continues on through Pakistan ending in Fazilka, a northwestern Indian city close to the India-Pakistan border. TAPI is one […]
Read more »Cambodia: No Longer On The Frontier?
March 1st, 2011
Via The Financial Times, an interesting article on Cambodia: “…For those who want a bit of exotica in their portfolio, the world of frontier markets is getting a little broader. Hot on the heels of the newly opened Laos exchange, Cambodia is getting in on the act. Maybe. After years of on-again off-again negotiations, the […]
Read more »Drilling Down Into Crude Hot Spots: The Potential For Unrest
February 26th, 2011
Via The Globe and Mail, a look at oil producing regions around the world and the potential for unrest: “…Whether you produce the stuff, refine it, consume it or speculate in it, it’s impossible to separate oil from political risk. Today the focus is on Egypt and Libya. Tomorrow, it could be Algeria, Saudi Arabia […]
Read more »Egypt, Libya, and The Folly Of The BRICs
February 26th, 2011
Courtesy of The Harvard Business Review, an interesting examination of the inherent instability of emerging and frontier markets that often goes unnoticed in the media / investment worlds’ portrayal of the opportunities therein: “…What do Egypt, Iran, Pakistan, and Nigeria all have in common? They are very populous, Muslim-majority countries, all facing constant political unrest […]
Read more »Kazakhstan Embraces Chinese Investment
February 26th, 2011
Via The Financial Times, a look at the expanding relationship between China and Kazakhstan: “…Kazakhstan announced billions of dollars in deals with China on Tuesday, underlining central Asia’s gradual shift away from Moscow and towards Beijing. Meeting in Beijing on Tuesday, President Nursultan Nazarbayev of Kazakhstan and his Chinese counterpart Hu Jintao signed a series […]
Read more »Focusing primarily on The New Seven Sisters - the largely state owned petroleum companies from the emerging world that have become key players in the oil & gas industry as identified by Carola Hoyos, Chief Energy Correspondent for The Financial Times - but spanning other nascent opportunities around the globe that may hold potential in the years ahead, Wildcats & Black Sheep is a place for the adventurous to contemplate & evaluate the emerging markets of tomorrow.